Actions

How do I edit an action?
You can only edit an action that you have either created or been assigned to, unless you have the 'Manage Any Action' permission. From the xCe...
Tue, 22 Sep, 2020 at 2:39 PM
How do I search actions?
From the xCenta Dashboard, click on the 'Actions' icon in the Modules section.  A new window will appear. You can filter actions by Genera...
Tue, 22 Sep, 2020 at 2:41 PM
How do I add a note to an action?
From the xCenta Dashboard, click on the 'Actions' icon in the Modules section.  If you go through the Modules section a new page will appea...
Tue, 22 Sep, 2020 at 2:45 PM
How do I delete an action?
You cannot delete an action, they can only be completed.
Thu, 2 Feb, 2017 at 11:29 AM
How do I add an attachment to an action note?
From the xCenta Dashboard, click on the 'Actions' icon in Modules.  A new page will appear. Click on the relevant action. ...
Tue, 22 Sep, 2020 at 3:29 PM
How do I access and complete a read receipt action?
From the xCenta Dashboard, click on 'Read Requests'. A drop down will appear. Click on the read request you wish to complete. A ne...
Tue, 22 Sep, 2020 at 3:10 PM
How do I complete an action that is beyond my 30 day deadline?
From the xCenta Dashboard, click on the 'Actions' icon in Modules. A new page will appear, click on the relevant Action you wish to comp...
Tue, 22 Sep, 2020 at 3:15 PM
How to Create a New Action on the New Actions Module (New)
From the main dashboard select New Actions Module. It will bring you to a new page inside the module. Click on Create new Action.  A new page wi...
Thu, 28 Jan, 2021 at 3:16 PM
How do I Edit an Action on the New Actions Module? (New)
From the xCenta dashboard, select the New Actions Module. On the new actions page, click on the action you wish to edit. A pop up will appear, c...
Thu, 28 Jan, 2021 at 3:14 PM
How Do Complete an Action on the New Action Module? (New)
From the Xcenta dashboard, select the New Actions Module. On the New Actions page, click on the action you wish to Complete. A pop up w...
Fri, 29 Jan, 2021 at 9:16 AM